Fixed income sales executives

Company Description

Mera Dhan is a state-of-the-art online platform dedicated to democratizing access to the fixed income market for retail investors. Building upon the foundation already existing, we distinguish ourselves through our unwavering commitment to expert-led product innovation and a deep understanding of fixed income instruments.

We are founded and led by seasoned fixed income experts with decades of experience navigating complex financial landscapes. This expertise translates into :

• Curated Product Selection
• In-Depth Research and Analysis
• Innovative Product Development
• Strong Product Leadership

FIXED INCOME SALES EXECUTIVES - LOCATION AGNOSTIC, REMOTE WORKING

Role Overview :

Responsible for selling fixed-income products (corporate bonds, G-Secs, MLDs), acquiring clients, and advising investors on suitable bond opportunities based on their risk profile and return expectations.

Key Responsibilities :

Acquire and onboard retail / HNI clients for bond investments

Pitch available bonds, explain yields, risks, and maturities

Assist clients in buy / sell transactions through the bond platform

Maintain strong client relationships and handle ongoing queries

Track market updates, credit rating changes, and new issuances

Achieve monthly sales targets and maintain CRM records

Skills Required :

Good understanding of bonds, yield curves, and fixed-income markets

Strong communication and advisory skills

Ability to build trust with investors

Basic knowledge of KYC, demat accounts, and order execution

Qualifications :

Graduate in Commerce / Finance / Economics

1–5 years experience in financial sales / wealth management (preferred)

NISM certifications would be an advantage